SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

731 hedge funds and large institutions have $7.99B invested in Schwab US Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 274 increasing their positions, 239 reducing their positions, and 23 closing their positions.

Holders
731
Holders Change
+34
Holders Change %
+4.88%
% of All Funds
12.84%
Holding in Top 10
111
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
66
Increased
274
Reduced
239
Closed
23
Calls
$3.76M
Puts
$1.47M
Net Calls
+$2.29M
Net Calls Change
-$5.19M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
2
Ameriprise
Minnesota
$73.9M
3
MG
3
Mather Group
Illinois
$456M
4
TI
4
Tidal Investments
Wisconsin
$22.2M
5
SC
5
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.36B
2
AWM
2
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$235M
4
FEG
4
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$49.7M 2,686,264 +273,480 +11%
VWA
27
Visionary Wealth Advisors
Illinois
$48.6M 2,627,208 +40,168 +2%
TWM
28
Triton Wealth Management
Arizona
$47.4M 2,436,232 +303,112 +14%
PAG
29
Private Advisor Group
New Jersey
$47.2M 2,551,400 +935,856 +58%
MAG
30
Mokosak Advisory Group
Iowa
$42.3M 2,282,432 +32,376 +1%
FCI
31
Financial Counselors Inc
Kansas
$41.5M 2,244,160 -21,440 -0.9%
HWA
32
HHM Wealth Advisors
Tennessee
$40.4M 2,184,512 +27,640 +1%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$38.4M 2,076,008 -1,101,000 -35%
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$38.4M 2,072,088 -33,088 -2%
UBS Group
35
UBS Group
Switzerland
$38M 2,054,496 +51,784 +3%
HighTower Advisors
36
HighTower Advisors
Illinois
$37.6M 2,030,680 -63,728 -3%
CAN
37
Cetera Advisor Networks
California
$37.2M 2,010,368 -23,640 -1%
KLI
38
Kelman-Lazarov Inc
Tennessee
$35.5M 1,915,456 +3,288 +0.2%
Bank of America
39
Bank of America
North Carolina
$35.4M 1,912,528 -150,776 -7%
Wells Fargo
40
Wells Fargo
California
$33.1M 1,789,904 +30,000 +2%
MA
41
MUFG Americas
New York
$32.6M 1,760,648 +55,416 +3%
SWRP
42
Summit Wealth & Retirement Planning
California
$32.3M 1,747,216 +68,224 +4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$31.6M 1,707,344 +197,536 +13%
PFM
44
Parsec Financial Management
North Carolina
$31.4M 1,528,200 -108,736 -7%
LFS
45
Legacy Financial Strategies
Kansas
$31.1M 1,682,312 +50,576 +3%
SL
46
Systelligence LLC
Minnesota
$29.2M 1,578,456 +70,928 +5%
I
47
INVST
Indiana
$29.2M 1,574,736 -44,440 -3%
PMG
48
ProVise Management Group
Florida
$29M 1,564,544 -39,968 -2%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$28.9M 1,559,600 +514,696 +49%
CWA
50
Cornerstone Wealth Advisors
Minnesota
$27.9M 1,507,032 -21,168 -1%
1
2
3 4 5